Subscription Order Profile

Subscription Order Profile

Module: Customer Profile
Path: Customer Service > Customer Lookup > Customer Detail Page
Topic: Subscription Order Profile
Version(s): 5.1 & up
Editions: All

What Are Subscription Order Profile

The Autoship Order Profiles Tab allows you to edit/view customer autoship profiles, that are used for creating future shipments.

Making The Connection

Where Will I See This Within OLX?

This is the information used when creating the order via Continuity Processing

What Reports Can Be Pulled?

  1. at this time there are no reports related specifically to Subscription Order Profiles

What Imports/Exports Relate to Subscription Order Profile

  1. at this time there are no imports/exports related specifically to Subscription Order Profiles

Trouble Shooting

  1. the profile is showing as inactive

    1. when a profile says (inactive) this means one of the three profiles associated has been deleted or set to not use
      1. check payment profile to make sure it has not been removed
      2. check address profile to make sure Allow For Billing/Shipping is checked appropriately
      3. you can also create a new subscription profile and associate it to the subscription

Setup


  1. Actions
    1. edit icon allows you to open the profile and make any needed adjustments
  2. Profile Name
    1. this is the weborder# of the initiating (starting) order
  3. Payment Method
    1. Payment profile to be used
    2. The future payment  icon denotes a payment profile associated to a Subscription Profile
  4. Bill To Address
    1. Billing address being used
      1. this must match what is on file at the holding bank or credit card company
  5. ShipTo Address
    1. Shipping address being used
      1. this determines tax rate and/or any additional state fees.
Alert
If you have multiple active subscriptions/continuities for the customer using different shipping addresses, continuities will create on single order if using the setting Create Multiple Subscription Subscriptions on Single Order? It is best practice to keep individual Shipping addresses as separate customer records with regards to active subscriptions/continuities.

Add New

  1. To edit an existing Autoship Profile, click on the edit pencil  icon in the action's column.
  2. To add a new profile, click on the Add Profile  button.
  3. A New/Existing Autoship Order Profile will appear.

                    

  1. You can edit the Profile Name. 
    NotesNote: The Autoship Order Profile name is created using either the "Default" information that created the first autoship for the customer, or the Web Order ID number that generated that specific profile.
  2. Choose a Payment Method from the drop-down list of existing payment profiles for the customer.
  3. Choose a Billing Address from the drop-down list of existing address profiles for the customer.
  4. Choose a Shipping Address from the drop-down list of existing address profiles for the customer.


* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.

Copyright 2019

Revised 3.07.2025

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